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MP

Morgan Q. Payne

Some features on this profile are disabled
CRD#: 358587
MP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Morgan Quarles Payne was a registered financial professional .

Morgan is a previously registered financial professional and started their career in finance in 1985. Morgan had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 1, Series 24, Series 4 and Series 40 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

November 21, 2016 - April 26, 2017

MOODY CAPITAL SOLUTIONS, INC

BD
CRD#: 15989
ALPHARETTA, GA
Past

September 26, 2013 - December 6, 2014

MOODY CAPITAL SOLUTIONS, INC

BD
CRD#: 15989
ALPHARETTA, GA
Past

January 7, 2009 - October 22, 2013

ALLEN C. EWING & CO.

BD
CRD#: 26102
JACKSONVILLE, FL
Past

March 24, 2003 - November 18, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
PONTE VEDRA BEACH, FL
Past

January 28, 2003 - November 18, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
PONTE VEDRA BEACH, FL
Past

January 1, 2000 - November 19, 2002

ALLEN C. EWING & CO.

BD
CRD#: 26102
JACKSONVILLE, FL
Past

January 13, 1997 - January 1, 2000

CAPITAL RESEARCH CORPORATION

BD
CRD#: 6314
JACKSONVILLE, FL
Past

October 12, 1994 - November 1, 1996

CARTER, TERRY & COMPANY, INC.

BD
CRD#: 16365
ATLANTA, GA
Past

June 19, 1989 - October 10, 1994

ARGENT SECURITIES, INC.

BD
CRD#: 15297
ATLANTA, GA
Past

January 3, 1989 - July 17, 1989

NORRIS & HIRSHBERG, INC.

BD
CRD#: 2929
Past

June 18, 1986 - January 21, 1989

MARSHALL & CO. SECURITIES, INC.

BD
CRD#: 17942
Past

September 16, 1985 - June 30, 1986

EASTERN CAPITAL SECURITIES, INC.

BD
CRD#: 14743
Past

January 29, 1985 - September 26, 1985

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/18/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/28/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/26/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 7/19/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/1985
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 12/11/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/1/1986
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/13/1977
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 10/11/1972
Registered Principal Examination

Current Firm

MC
MOODY CAPITAL SOLUTIONS, INC
MIDSOUTH CAPITAL MARKETS GROUP | REDCHIP SECURITIES, INC. | PENN CENTER INVESTMENTS, INC. | MOODY CAPITAL SOLUTIONS, INC. | MOODY CAPITAL SOLUTIONS, INC | MOODY CAPITAL SOLUTION, INC.

CRD#: 15989 / SEC#: , 8-32928

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
2458 Dunkerrin Lane, Atlanta, GA 30360
Mailing Address
2458 Dunkerrin Lane, Atlanta, GA 30360
Phone number
(770) 377-3556
Established
Pennsylvania since 10/15/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GROWTH FOUNTAIN HOLDINGS, INC.OWNER
KREGER, RICHARD HENRICEO2647135
LENART, BRIAN DOUGLASFINOP/PFO/POO736107
ROSENSTEIN, ROBERT LLOYDPRESIDENT/CCO2195737

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MOODY CAPITAL SOLUTIONS, INC

CRD#: 15989

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